Evercore Inc.
US ˙ NYSE ˙ US29977A1051

SecurityEVR / Evercore Inc.
InstitutionVan Eck Associates Corp
Latest Disclosed Ownership35,989 shares
Latest Disclosed Value $ 10,743
Van Eck Associates Corp reports 3.72% increase in ownership of EVR / Evercore Inc.

On May 15, 2026 - Van Eck Associates Corp filed a 13F-HR form disclosing ownership of 35,989 shares of Evercore Inc. (US:EVR) valued at $10,743,076 USD as of March 31, 2026. The entity filed a previous 13F-HR on February 13, 2026 disclosing 34,698 shares of Evercore Inc.. This represents a change in shares of 3.72% during the quarter. The current value of the position is $12,239,499 USD.

Institutional Ownership: 13F and NPORT Filings

The Security and Class in the table below are shown exactly as filed by the investor. We do our best to track continuity of investments through acquisitions, and this will be reflected in the table as changes in names. In addition to descriptive data, performance of the investment is shown over time. To calculate quarterly performance, we first calculate cost basis of the shares purchased during the quarter, then use that to calculate gross profit. Quarterly return is Gross Profit / Starting Portfolio value.

Note that cost basis is calculated and stored in thousands, so small quarterly changes in shares frequently result in a cost basis of zero.

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Disclosed Equity Positions (from 13F/NPORT Filings)
File
Date		 Effective
Date		Form Security Class ID Avg Price
Paid (Est)		 Reported
Shares		 ΔShares ΔShares
(%)		 Reported
Value
(x1000)		 ΔValue
(%)		 Alloc
(%)		 ΔAlloc ΔAlloc (%) Cost Basis
(x1000)		 Unrealized
Gain/Loss
(x1000)
2026-05-15 2026-03-31 13F Evercore CLASS A 29977A105 35,989 1,291 3.72 11 -9.09 0.0070
2026-02-13 2025-12-31 13F Evercore CLASS A 29977A105 34,698 5,635 19.39 12 22.22 0.0098
2025-11-13 2025-09-30 13F Evercore CLASS A 29977A105 29,063 667 2.35 10 28.57 0.0091
2025-08-14 2025-06-30 13F Evercore CLASS A 29977A105 28,396 -4,021 -12.40 8 16.67 0.0087
2025-05-15 2025-03-31 13F Evercore CLASS A 29977A105 32,417 3,148 10.76 6 -25.00 0.0084
2025-01-29 2024-12-31 13F Evercore CLASS A 29977A105 29,269 8,387 40.16 8 60.00 0.0104
2024-10-29 2024-09-30 13F Evercore CLASS A 29977A105 20,882 5,967 40.01 5 66.67 0.0067
2024-07-31 2024-06-30 13F Evercore CLASS A 29977A105 14,915 -11,018 -42.49 3 -25.00 0.0044
2024-04-30 2024-03-31 13F Evercore CLASS A 29977A105 25,933 -4,793 -15.60 5 -20.00 0.0075
2024-02-05 2023-12-31 13F Evercore CLASS A 29977A105 30,726 2,253 7.91 5 66.67 0.0096
2023-11-08 2023-09-30 13F Evercore CLASS A 29977A105 28,473 13,227 86.76 4 200.00 0.0086
2023-08-03 2023-06-30 13F Evercore CLASS A 29977A105 15,246 3,808 33.29 2 0.00 0.0041
2023-05-03 2023-03-31 13F Evercore CLASS A 29977A105 11,438 4,904 75.05 1 0.0030
2023-02-08 2022-12-31 13F Evercore CLASS A 29977A105 6,534 4,390 204.76 1 -100.00 0.0018
2022-10-27 2022-09-30 13F Evercore CLASS A 29977A105 2,144 458 27.16 176 11.39 0.0005
2022-08-03 2022-06-30 13F Evercore CLASS A 29977A105 1,686 150 9.77 158 -7.60 0.0004
2022-05-10 2022-03-31 13F Evercore CLASS A 29977A105 1,536 271 21.42 171 -0.58 0.0004
2022-01-26 2021-12-31 13F Evercore CLASS A 29977A105 1,265 123 10.77 172 12.42 0.0004
2021-11-03 2021-09-30 13F Evercore CLASS A 29977A105 1,142 579 102.84 153 93.67 0.0004
2021-08-10 2021-06-30 13F Evercore CLASS A 29977A105 563 342 154.75 79 172.41 0.0002
2021-05-13 2021-03-31 13F Evercore CLASS A 29977A105 221 -475 -68.25 29 -61.84 0.0001
2021-02-09 2020-12-31 13F Evercore CLASS A 29977A105 696 103 17.37 76 94.87 0.0002
2020-12-04 2020-09-30 13F/A-1 Evercore CLASS A 29977A105 593 137 30.04 39 44.44 0.0001
2020-11-12 2020-09-30 13F Evercore CLASS A 29977A105 593 137 39 120.9138
2020-08-14 2020-06-30 13F/A-1 Evercore CLASS A 29977A105 456 77 20.32 27 58.82 0.0001
2020-08-10 2020-06-30 13F Evercore CLASS A 29977A105 456 77 27 91.7258
2020-05-12 2020-03-31 13F Evercore CLASS A 29977A105 379 188 98.43 17 21.43 0.0001
2020-02-13 2019-12-31 13F Evercore CLASS A 29977A105 191 25 15.06 14 7.69 0.0001
2019-11-08 2019-09-30 13F Evercore CLASS A 29977A105 166 98 144.12 13 116.67 0.0001
2019-08-07 2019-06-30 13F Evercore CLASS A 29977A105 68 0 0.00 6 0.00 0.0000
2019-05-13 2019-03-31 13F Evercore CLASS A 29977A105 68 68 6 0.0000
Legend
Shares
The total number of shares held by the institution at the end of the reporting period (the effective date). This is provided in the filing.
Value
The total value of the shares as of the effective date. This is provided in the filing.
Avg. Share Price
The weighted average share price of the shares held by the institution. We use FIFO accounting to determine this price
Class
This is the security class as indicated by the filer. There are a variety of values for this field. Common values include "EC" = equity common, "EP" - equity preferred
Allocation (%)
The percent of the institution's portfolio that this position represents. This is provided in NPORT filings. For 13F filings, we calculate it.
Change in Allocation
The change in allocation from the prior reporting period. This is calculated as current allocation - prior allocation.
Change in Allocation (%)
The percent change in allocation from the prior reporting period. This is calculated as (current allocation - prior allocation) / prior allocation.
Cost Basis
The total cost of the shares held. This is calculated as reported shares * avg. share price
Unrealized Gain/Loss
This is the market value of the position as of the effective date minus the cost basis.